Anic Equity¶
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Total return since start: 0.602 %¶
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Equity now: -----------------------------> 48933.24 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 41311.64 Kr¶
PnL: ---------------------------------------> -183.64 Kr¶
DD now: ---------------------------------> -7.882 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 10:46:40.958568'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.570000 | 1676.160000 | 208.620000 | 14.220000 | 1467.540000 |
| HEXPOL B | 9 | 0.700000 | 1035.900000 | 18.000000 | 1.770000 | 1017.900000 |
| JM | 6 | 2.020000 | 879.600000 | 17.400000 | 2.020000 | 862.200000 |
| BioGaia B | 8 | 1.030000 | 937.600000 | 9.600000 | 1.030000 | 928.000000 |
| Atrium Ljungberg B | 5 | 0.860000 | 941.000000 | 8.000000 | 0.860000 | 933.000000 |
| EQT | 4 | 0.680000 | 835.200000 | 5.600000 | 0.680000 | 829.600000 |
| Sagax B | 4 | 0.560000 | 856.800000 | 4.800000 | 0.560000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 0.500000 | 963.600000 | 4.800000 | 0.500000 | 958.800000 |
| AcadeMedia | 8 | 0.600000 | 405.200000 | 4.000000 | 1.000000 | 401.200000 |
| Hoist Finance | 35 | 0.360000 | 981.750000 | 3.500000 | 0.360000 | 978.250000 |
| ASSA ABLOY B | 3 | 0.190000 | 778.500000 | 1.500000 | 0.190000 | 777.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3708.900000 | 0.000000 | 0.000000 | 3708.900000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| Catena | 2 | -0.050000 | 789.200000 | -0.400000 | -0.050000 | 789.600000 |
| Gränges | 9 | -0.100000 | 925.200000 | -0.900000 | -0.100000 | 926.100000 |
| Byggmax Group | 33 | -0.140000 | 953.040000 | -1.320000 | -0.140000 | 954.360000 |
| Clas Ohlson B | 12 | -0.190000 | 969.000000 | -1.800000 | -0.190000 | 970.800000 |
| Biotage | 7 | -0.220000 | 937.300000 | -2.100000 | -0.220000 | 939.400000 |
| Sagax A | 4 | -1.400000 | 848.000000 | -4.000000 | -0.470000 | 852.000000 |
| Orrön Energy | 180 | -0.660000 | 2026.800000 | -10.800000 | -0.530000 | 2037.600000 |
| OX2 | 13 | -1.170000 | 936.650000 | -11.050000 | -1.170000 | 947.700000 |
| Alimak Group | 11 | -1.430000 | 913.000000 | -13.200000 | -1.430000 | 926.200000 |
| Hexatronic Group | 12 | -1.390000 | 951.120000 | -13.440000 | -1.390000 | 964.560000 |
| Nordic Waterproofing Holding | 7 | -1.600000 | 949.200000 | -15.400000 | -1.600000 | 964.600000 |
| Addnode Group B | 11 | -2.400000 | 896.500000 | -22.000000 | -2.400000 | 918.500000 |
| Latour B | 4 | -2.990000 | 829.600000 | -25.600000 | -2.990000 | 855.200000 |
| Indutrade | 5 | -2.550000 | 1183.500000 | -31.000000 | -2.550000 | 1214.500000 |
| VEF | 909 | -2.310000 | 1809.820000 | -35.450000 | -1.920000 | 1845.270000 |
| Hexagon B | 26 | -1.090000 | 3413.800000 | -37.700000 | -1.090000 | 3451.500000 |
| Bufab | 3 | -4.010000 | 1062.000000 | -44.400000 | -4.010000 | 1106.400000 |
| INVISIO | 16 | -1.740000 | 3616.000000 | -64.000000 | -1.740000 | 3680.000000 |
| Vitec Software Group B | 2 | -6.180000 | 1017.000000 | -67.000000 | -6.180000 | 1084.000000 |
| BHG Group | 97 | -4.730000 | 1387.100000 | -67.900000 | -4.670000 | 1455.000000 |
| TOTAL | 41311.640000 | -183.640000 | -7.88231% | 41495.280000 |
Updated:¶
'2023-07-03 10:46:57.847906'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
